Miner revenues remain elevated post-halving and the Bitcoin ecosystem heats up.
Weekly Market Commentary
Apr 26, 2024
Near term hawkish conditions have driven recent narratives, though long term positioning remains optimistic.
Weekly Market Commentary
Apr 19, 2024
Hotter than anticipated inflation continues to put pressure on risk assets including cryptocurrencies, though such effects have been seemingly short lived.
Weekly Market Commentary
Apr 12, 2024
Markets have turned more hawkish in anticipation of higher rates for longer, while debates are sparking among major DeFi communities.
Weekly Market Commentary
Apr 5, 2024